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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,967 | $166,131-23.0% | $164,975-22.4% | $145,877-12.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.98% | 100.37%-92.4pp | 70.12%-62.1pp | 551.28%-543.3pp |
| Employer contribution / active EE | $11,220 | $5,276+112.7% | $4,343+158.4% | $4,663+140.6% |
| Participant deferral / active EE | $30,498 | $6,962+338.1% | $6,033+405.5% | $6,691+355.8% |
| Admin fee / account holder | $573 | $16,648-96.6% | $12,688-95.5% | $13,402-95.7% |